Screener
BAMG vs IWP
Brookstone Growth Stock ETF vs iShares Russell Mid-Cap Growth ETF
Key differences
Both BAMG and IWP are equity ETFs. BAMG charges 0.89% a year and IWP 0.23%. The main difference: BAMG follows a active selection strategy; IWP uses index tracking.
- BAMG follows a active selection strategy; IWP uses index tracking.
- IWP costs 0.66% less per year.
- IWP is much larger than BAMG. Larger funds are usually more liquid and less likely to close.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BAMG | IWP | |
|---|---|---|
| Annual cost (TER) | 0.89% | 0.23% |
| Fund size (AUM) | $139M | $20.5B |
| Since | 2023 | 2001 |
| Dividend yield | 0.00% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +23.6% | +3.5% |
| CAGR 3Y | N/A | +16.2% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | N/A | 0.69 |
| Volatility 1Y | 14.71% | 16.72% |
| Max drawdown | -21.00% | -38.62% |
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